In this episode of The Geek in Review, we sit down with Narrative founder John Tertan to talk about law firm pricing, messy data, and why substance matters more than shiny tools. We pick up from our first meeting at the Houston Legal Innovators event, where John had the pricing and KM crowd buzzing, and ask what he is hearing from those teams as they look toward 2026. John explains how Narrative focuses on “agentifying” business-of-law work, starting with pricing and analytics, so firms stop guessing and start grounding decisions in better data. The goal is simple, improve decisions for pricing teams, finance, marketing, and partners who want to win work that also makes financial sense.

John walks through the pain points that drive firms to seek out Narrative, from low realization and high write-offs to tedious non-billable work and a lack of trust in the data behind pitches and budgets. Many firms track key metrics in scattered spreadsheets, checked once in a while rather than used as a daily guide for strategy. Narrative steps into that gap by improving the accuracy of historical matter data, identifying the right reference matters for new proposals, and supporting alternative fee structures. John explains how this foundation supports better scoping, more confident pricing conversations, and far stronger alignment between firm goals and client expectations.

We also dive into John’s founder journey, which runs from Freshfields associate to innovation work, then through venture-backed tech in other sectors before returning to legal. That mix of big law, startup experience, and prior success with HeyGo shapes how he builds Narrative. John talks about serving “mature customers” who expect more than a slick interface, they expect real understanding of their business, their politics, and their constraints. Relationships sit at the center of his approach, not only with clients and prospects, but also with advisors, former firm leaders, and legal tech veterans who guide both product and go-to-market strategy.

The name “Narrative” is no accident, and John explains why time entry narratives sit at the heart of his product. Those lines of text describe what lawyers did, for whom, and why, yet they often sit underused in billing systems. Narrative improves and structures that data, then uses it to highlight scope, track what remains in or out of scope, and surface early warnings when matters drift away from the original plan. John talks through the life cycle, from selecting comparable matters, through modeling AFAs and scenarios, to monitoring work in progress and feeding lessons back into future pricing efforts. Along the way, better transparency supports stronger trust between partners and clients.

We close by asking John to look ahead. He shares his view on how firms will move toward more sophisticated pricing models and better measurement, while the billable hour continues to evolve rather than vanish overnight. Stronger baselines, cleaner matter histories, and better tracking create room for fee caps, success components, and other structures that clients want to sell internally. John also shares how he stays informed through alerts, networks, and a new chief of staff who helps turn those insights into resources for pricing and finance professionals. For listeners who want to learn more or follow Narrative’s work, John points them to narrativehq.com and invites outreach from anyone wrestling with data, pricing, or margin questions inside their own firm.

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[Special Thanks to Legal Technology Hub for their sponsoring this episode.]

⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com
Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠

Transcript:

Continue Reading From Bad Data to Better Deals: John Tertan on Narrative, Pricing, and Law Firm Relationships

We recorded this episode live at the TLTF Summit and the energy in the room made it feel like the perfect place for a conversation about growth, training, and the rapid climb of legal tech. We grabbed our gear, claimed a corner in the podcast room, and pulled in two guests with front row seats to the changes hitting the industry. Joining us were Kyle Poe from Legora and our friend and guest host, Zena Applebaum of Harbor. The Summit attracts a focused group of founders, investors, and leaders, and the four of us jumped straight into what this event represents and what attendees hope to get from it.

Kyle had been on the job for only two months, but Legora moves at a pace that feels closer to dog years. In that short time the team doubled, a new round of funding closed, and the company introduced a major product release. Kyle walked us through Legora’s new Portal experience, which brings clients inside the legal workflow in a controlled, collaborative environment. Instead of long email chains and static work product, the Portal supports shared editing, direct review of diligence work, and a more responsive model for client engagement. In an era when clients expect quick turnarounds, this shift sets up a new dynamic for firms.

Zena added helpful perspective from her prior trips to TLTF. She described the Summit as a place that rewards conversation, curiosity, and hallway exchanges. It is also a place to study the different stages of the legal tech journey, from early ideas on the startup stage to the seasoned players on the scale stage. She also brought timely news of Harbor’s acquisition of Encore Technologies, a move that strengthens Harbor’s ability to support training and adoption workflows across firms and corporate legal teams. Her focus on education paired well with Kyle’s insights on how Legora approaches enablement through its team of legal engineers.

Training became the heart of the conversation. We compared old habits with the expectations of a generation of associates who have been taught to avoid AI until they enter a firm. Kyle stressed the need to anchor attorney training in real use cases and to give them early wins so they build trust in the tools. He described the shift from task-based training to workflow-based thinking. Zena echoed this point and highlighted the growing trend of firms reserving time for associates to explore AI tools as part of their professional development rather than treating experimentation as a side project squeezed between billable work.

We also talked about how AI is influencing both the pace and structure of client service. Kyle shared examples of how Legora uses prior work product to build integrated workflows, such as interrogatory response generators that pull from a full library of past responses. This not only speeds up production but also increases consistency and helps attorneys understand the reasoning behind revisions. Zena pushed the idea even further, noting that these systems give associates a chance to study the rationale behind changes in a way that human reviewers rarely have time to provide. This leads to better training and stronger validation of the final work product.

We closed with our crystal ball question. Kyle sees more adoption on the horizon but also anticipates uneven impacts across different practices as firms figure out how to adjust their business models. Zena pointed to the operational challenges ahead, especially the pressure to invest in data management and cloud infrastructure that supports true AI enablement. Her message was clear. If firms want the benefits later, they need to start organizing the foundations now. This episode blends optimism with realism, and it highlights the practical work ahead for firms, vendors, and everyone in between. Tune in for the full conversation and get ready for a lively discussion recorded right in the middle of the Summit buzz.

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[Special Thanks to Legal Technology Hub for their sponsoring this episode.]

⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com
Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠

Transcript:

Continue Reading AI Dividends and Workflow Training: Live with Legora and Harbor at TLTF

In this episode of The Geek in Review, we welcome three powerhouse guests—Cas Laskowski, Taryn Marks, and Kristina (Kris) Niedringhaus—who are charting a bold course for Artificial Intelligence & the Future of Law Libraries. These three recently co-authored a major white paper, Artificial Intelligence and the Future of Law Libraries (pdf), which we see as less of a report and more of a call to arms. Together, we explore how law librarians can move from reactive observers of AI’s rise to proactive architects shaping its ethical and practical integration across the legal ecosystem.

Cas Laskowski, Head of Research Data and Instruction at the University of Arizona College of Law, shares how the release of ChatGPT in 2022 jolted the profession into action. Librarians everywhere were overwhelmed by the flood of information and hype surrounding AI tools. Cas’s response was to create a space for collective thinking and planning: the Future of Law Libraries initiative and a series of roundtables designed to bring professionals together for strategic collaboration. One of the paper’s most ambitious recommendations—a centralized AI organization for legal information professionals—aims to unify those efforts, coordinate training, and sustain a profession-wide vision. Cas compares the idea to data curation networks that transformed academic libraries by pooling expertise and reducing duplication of effort.

Kris Niedringhaus, Associate Dean and Director of the University of South Carolina School of Law Library, takes the conversation into education and training. She makes a compelling case that “AI-ready librarians,” much like “tech-ready lawyers,” need flexible skill-building models that recognize different levels of engagement and expertise. Drawing from the Delta Lawyer model, Kris calls for tiered AI training—ranging from foundational prompt literacy to higher-level data ethics and system design awareness. She also pushes back against the fear surrounding AI in academia, noting that students are often told not to use AI at all. We couldn’t agree more with her point that we’re doing students a disservice if we don’t teach them how to use these tools effectively and responsibly. Law firms now expect graduates to come in with applied AI fluency, and that expectation will only grow.

When we turned to Taryn Marks, Associate Director of Research and Instructional Services at Stanford Law School’s Robert Crown Law Library, the discussion moved to another key recommendation: building a centralized knowledge hub for AI-related best practices. Taryn describes how librarians are eager to share materials, lesson plans, and policy frameworks, but the current efforts are fragmented. A shared repository would “reduce duplication of effort” and allow ideas to evolve through open collaboration. It’s similar to how standardized models like SALI help the legal industry align without giving away anyone’s secret sauce. We loved this idea of a commons where librarians, educators, and technologists work together to lift the entire profession.

As we explored the broader implications, all three guests agreed that intentionality is key. Cas emphasizes that information architecture—the design of how knowledge is gathered, tagged, and retrieved—is central to AI’s success. Kris points to both the promise and peril of automated legal decision-making, warning that “done well, AI can expand access to justice; done poorly, it can amplify bias.” And Taryn envisions a future where legal information professionals are trusted collaborators across the entire lifecycle of data and decision-making.

We closed the conversation feeling both inspired and challenged. The message is clear: law librarians shouldn’t sit on the sidelines of AI. They are uniquely positioned to lead, to teach, and to ensure that the technologies shaping law remain grounded in ethics, accessibility, and the rule of law. For those who want to get involved, Cas directs listeners to the University of Arizona Law Library’s Future of Law Libraries Initiative page, which includes the white paper and volunteer opportunities. This episode reminded us that the future of AI in law won’t be defined by the tools themselves, but by the people—especially librarians—who decide how those tools are used.

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[Special Thanks to Legal Technology Hub for their sponsoring this episode.]

⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com
Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠

Transcript:

Continue Reading Law Librarians Take the Lead: The Future of AI and Legal Information

This week on The Geek in Review, Greg Lambert and Marlene Gebauer sit down to compare notes from a busy conference season. Marlene shares her experience at the American Legal Technology Awards where The Geek in Review was honored for excellence in journalism. She recounts the surreal joy of being recognized among friends and peers in legal tech, including fellow nominees like Steve Embry, and how a spontaneous speech turned out to be one of the night’s highlights. The duo reflects on how events like this underscore the sense of community that continues to define the innovation side of the legal industry.

Greg takes listeners behind the scenes at ClioCon, describing it as one of the most energetic user conferences around. He dives into his conversation with Clio CEO Jack Newton and how the company’s recent vLex acquisition signals a bold expansion into the Big Law space. With $900 million in funding, Clio appears ready to bridge the divide between small-firm technology and enterprise-level workflows. Greg also teases an illuminating hallway chat with Ed Walters, now at Clio Library (formerly vLex/Fastcase), about the major leap forward in legal research accuracy driven by improvements in RAG (retrieval-augmented generation) and vector database indexing.

Marlene offers her own takeaways from the Association of Corporate Counsel (ACC) Annual Meeting, where AI and governance dominated the agenda. She describes a landscape where in-house lawyers are wrestling with both the promise and peril of generative AI, from shadow AI concerns to data hygiene challenges. Her biggest surprise was seeing law firms themselves exhibiting at the ACC conference, signaling a shift toward direct engagement between firms and their corporate clients in shared learning spaces.

Together, Greg and Marlene unpack the emerging themes of human-centered governance, the evolving role of AI in matter management, and the race among vendors to automate core workflows without losing the human touch. From Clio’s plans to build AI-driven workflow mapping that could auto-draft documents, to Marlene’s caution about how bespoke law firm processes might resist one-size-fits-all automation, their discussion paints a picture of a profession both accelerating and self-checking at once.

The episode winds down with lighter reflections on travel mishaps, conference after-parties, and the long arc of Richard Susskind’s The End of Lawyers? conversation—still ongoing, now infused with cautious optimism about AI’s role in expanding access to justice. As always, they end where The Geek in Review thrives: at the intersection of humor, humility, and the hopeful chaos of legal innovation.

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[Special Thanks to Legal Technology Hub for their sponsoring this episode.]

⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com
Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠

Transcript:

Continue Reading Conferences, Catch-ups, and Clio’s Big Swing at Big Law

Artificial intelligence has moved fast, but trust has not kept pace. In this episode, Nam Nguyen, co-founder and COO of TruthSystems.ai, joins Greg Lambert and Marlene Gebauer to unpack what it means to build “trust infrastructure” for AI in law. Nguyen’s background is unusually cross-wired—linguistics, computer science, and applied AI research at Stanford Law—giving him a clear view of both the language and logic behind responsible machine reasoning. From his early work in Vietnam to collaborations at Stanford with Dr. Megan Ma, Nguyen has focused on a central question: who ensures that the systems shaping legal work remain safe, compliant, and accountable?

Nguyen explains that TruthSystems emerged from this question as a company focused on operationalizing trust, not theorizing about it. Rather than publishing white papers on AI ethics, his team builds the guardrails law firms need now. Their platform, Charter, acts as a governance layer that can monitor, restrict, and guide AI use across firm environments in real time. Whether a lawyer is drafting in ChatGPT, experimenting with CoCounsel, or testing Copilot, Charter helps firms enforce both client restrictions and internal policies before a breach or misstep occurs. It’s an attempt to turn trust from a static policy on a SharePoint site into a living, automated practice.

A core principle of Nguyen’s work is that AI should be both the subject and the infrastructure of governance. In other words, AI deserves oversight but is also uniquely suited to implement it. Because large language models excel at interpreting text and managing unstructured data, they can help detect compliance or ethical risks as they happen. TruthSystems’ vision is to make governance continuous and adaptive, embedding it directly into lawyers’ daily workflows. The aim is not to slow innovation, but to make it sustainable and auditable.

The conversation also tackles the myth of “hallucination-free” systems. Nguyen is candid about the limitations of retrieval-augmented generation, noting that both retrieval and generation introduce their own failure modes. He argues that most models have been trained to sound confident rather than be accurate, penalizing expressions of uncertainty. TruthSystems takes the opposite approach, favoring smaller, predictable models that reward contradiction-spotting and verification. His critique offers a reminder that speed and safety in AI rarely coexist by accident—they must be engineered together.

Finally, Nguyen discusses TruthSystems’ recent $4 million seed round, led by Gradient Ventures and Lightspeed, which will fund the expansion of their real-time visibility tools and firm partnerships. He envisions a future where firms treat governance not as red tape but as a differentiator, using data on AI use to assure clients and regulators alike. As he puts it, compliance will no longer be the blocker to innovation—it will be the proof of trust at scale.

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[Special Thanks to Legal Technology Hub for their sponsoring this episode.]

⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com
Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠

Transcript:

Continue Reading Trust at Scale: Nam Nguyen on How TruthSystems is Building the Framework for Safe AI in Law

Few people understand the intersection of legal practice, data analytics, and diversity like Catherine Krow, Managing Director of Diversity and Impact Analytics at BigHand. In this episode of The Geek in Review, hosts Greg Lambert and Marlene Gebauer sit down with Krow to trace her journey from a high-powered trial lawyer to an influential legal tech leader. After seventeen years at firms like Orrick and Simpson Thacher, Krow’s turning point came when a client challenged her team’s billing after a major courtroom victory—a moment that sparked her mission to fix what she calls the “business of law.”

That single moment led to the creation of Digitory Legal, a company designed to give law firms the data and transparency they desperately needed but didn’t yet value. Krow describes how her framework—plan, measure, refine—became the basis for improving cost predictability and strengthening client trust. When BigHand acquired Digitory Legal in 2022, Krow’s vision found a larger stage. Now, her “data refinery” powers better pricing, resource allocation, and even equity within firms. As she explains, clean data doesn’t only improve profitability, it reveals hidden inequities in work allocation and helps firms retain their most promising talent.

Krow also digs into one of her favorite topics: “data debt.” Law firms are drowning in data but starved for information. She explains how poor data hygiene—like inconsistent time codes and messy narratives—has left firms unable to use their most valuable resource. BigHand’s impact analytics tools attack this problem head-on, transforming raw billing data into usable intelligence that drives decision-making across finance, staffing, and diversity efforts. And while the technology is powerful, Krow is clear that solving data debt is as much a cultural challenge as it is a technical one.

Another major theme is the evolving role of business professionals within law firms. Krow argues that lawyers’ traditional discomfort with financial forecasting and project management is holding firms back. Her solution? Combine legal expertise with the commercial acumen of allied professionals. Together, they can meet client demands for budgets, accountability, and measurable value—especially as AI begins to reshape how legal services are delivered and priced.

The episode closes with Krow’s broader reflection on the next decade of legal innovation. She warns that the biggest shift ahead isn’t about AI or analytics—it’s about mindset. Firms that embrace data-driven decision-making now will define the future of law; those that don’t will be left behind. Through her work at BigHand, Krow is helping to ensure that future is both more efficient and more equitable.

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[Special Thanks to Legal Technology Hub for their sponsoring this episode.]

⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com
Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠

Transcript:

Continue Reading Data Debt, Diversity, and the Business of Law: A Conversation with BigHand’s Catherine Krow

This week we are joined by Anusia Gillespie, Enterprise Lead at vLex and debut novelist, as she shares her unique vantage point on the intersection of legal technology and the human side of law. Anusia traces her journey from commercial real estate finance attorney to global innovation leader, with roles at Harvard, UnitedLex, and Eversheds Sutherland, all driven by a mission to help lawyers by rethinking the systems they work in. Along the way she discovered that business-of-law blind spots, like a shocking embezzlement incident early in her career, revealed deeper structural issues that inspired her focus on system change.

Anusia describes how legal tech adoption often falters when lawyers’ reactions—especially negative ones—are misunderstood. Far from being a setback, she sees strong reactions as opportunities to engage skeptics and convert them into champions. She shares a vivid example from her current work at vLex, where an initially frustrated lateral partner became one of the firm’s most enthusiastic adopters after receiving attentive support and seeing immediate client impact.

The conversation pivots to Anusia’s new novel Soul Toll, which blends contemporary and fantasy storytelling to examine the personal cost of high-performance legal culture. The book’s central metaphor, the “soul toll,” measures the tradeoff between meaningful work and draining obligations. Through her protagonist Ember, a high-achieving lawyer on a seemingly predestined path, Anusia explores how professional ambition can be engineered and how easy it is to let subtle daily tolls overwhelm the soul. Her goal is to give lawyers and other readers a practical framework for assessing that balance in their own lives.

As AI reshapes legal work, Anusia argues that lawyers need both the courage and the space to “fight for their light,” a phrase she uses as both a personal mantra and a rallying call in the novel. She emphasizes that the industry’s relentless pace will not slow down on its own, so lawyers and firm leaders must deliberately set boundaries and create pauses to prevent burnout. The discussion also explores how technology can relieve drudgery while prompting a new definition of professional competence that values human insight as much as efficiency.

Anusia closes with a challenge to law firm leaders: confront the mindsets shaped by the billable hour and empower lawyers to think beyond six-minute increments. From her perspective, real change begins in how lawyers structure their time and measure success. Whether she is leading enterprise strategy at vLex or writing visionary fiction, Anusia keeps a single purpose in view—helping lawyers build healthier, more sustainable careers. Listeners can find Soul Toll on Amazon and connect with Anusia on LinkedIn to continue the conversation.

Order Soul Toll today on Amazon

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[Special Thanks to Legal Technology Hub for their sponsoring this episode.]

⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com
Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠

Transcript:

Continue Reading Fighting for Your Light: Anusia Gillespie on AI, Legal Innovation, and the Soul Toll of Law

Daniel Lewis joins us this week to trace a path from Ravel Law to LexisNexis to LegalOn, with a throughline of data-driven thinking and practical outcomes for lawyers. Stanford roots shaped early work on judicial analytics, then a front-row view inside a global publisher broadened focus to content, guidance, and the daily reality of in-house teams. That experience pointed straight at contract review as a top pain for corporate counsel, which led to LegalOn’s product mission and global push.

Data access still shapes progress. Case law digitization advanced through projects like Harvard’s archive, yet comprehensive coverage, secondary sources, and news remain guarded by incumbents. Daniel explains why large datasets give scale, why startups face steep hurdles, and why thoughtful product scope matters. The lesson, build where data, workflow, and user value intersect.

LegalOn’s hybrid approach blends large models with attorney-built playbooks, practice notes, and suggested clause language. Consistency matters more than clever one-offs, so reviews align to standards, not model whimsy. Daniel shares a memorable demo from a rival where a phantom “California Code section 17” alert appeared, a cautionary tale that underscores the need for guardrails, verification, and explainability.

Conversation turns to multi-step agents and matter management. Picture an intake email from sales, missing key fields. An agent requests what is needed, opens a matter, applies a tailored playbook, highlights non-negotiables and fallbacks, then keeps stakeholders informed as work progresses. LegalOn also converts existing playbooks and prior redlines into AI-ready guidance, reducing setup chores while preserving organizational risk preferences.

Finally, Daniel outlines new muscles for legal teams. Daily AI usage shifts time from line-by-line edits to judgment, negotiation strategy, and process leadership. Tech fluency, business orientation, and change leadership rise in importance, along with a steady diet of outside-legal analysis from voices like Ben Thompson and Benedict Evans. The message, free lawyers from sludge, raise the ceiling on strategic work, and build for long-term improvement across the legal function.

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

[Special Thanks to Legal Technology Hub for their sponsoring this episode.]

⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com
Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠

Transcript:

Continue Reading Building Consistent AI for Contract Review with LegalOn’s Daniel Lewis

This week, we talk with Gabe Pereyra, President and co-founder at Harvey, about his path from DeepMind and Google Brain to launching Harvey with Winston Weinberg; how a roommate’s real-world legal workflows met early GPT-4 access and OpenAI backing; why legal emerged as the right domain for large models; and how personal ties to the profession plus a desire to tackle big societal problems shaped a mission to apply advanced AI where language and law intersect.

Gabe’s core thesis lands hard, “the models are the product.” Rather than narrow tools for single tasks, Harvey opted for a broad assistant approach. Lawyers live in text and email, so dialog becomes the control surface, an “AI associate” supporting partners and teams. Early demos showed useful output across many tasks, which reinforced a generalist design, then productized connections into Outlook and Word, plus a no-code Workflow Builder.

Go-to-market strategy flipped the usual script. Instead of starting small, Harvey partnered early with Allen & Overy and leaders like David Wakeling. Large firms supplied layered review, which reduced risk from model errors and increased learning velocity. From there the build list grew, security and data privacy, dedicated capacity, links to firm systems, case law, DMS, data rooms, and eDiscovery. A matter workspace sits at the center. Adoption rises with surface area, with daily activity approaching seventy percent where four or more product surfaces see regular use. ROI work now includes analysis of write-offs and specialized workflows co-built with firms and clients, for example Orrick, A&O, and PwC.

Talent, training, and experience value come next. Firms worry about job paths, and Gabe does not duck that concern. Models handle complex work, which raises anxiety, yet also shortens learning curves. Harvey collaborates on curricula using past deals, plus partnerships with law schools. Return on experience shows up in recruiting, PwC reports stronger appeal among early-career talent, and quality-of-life gains matter. On litigation use cases, chronology builders require firm expertise and guardrails, with evaluation methods that mirror how senior associates review junior output. Frequent use builds a mental model for where errors tend to appear.

Partnerships round out the strategy. Research content from LexisNexis and Wolters Kluwer, work product in iManage and NetDocuments, CLM workflows via Ironclad, with plans for data rooms, eDiscovery, and billing. Vision extends to a complete matter management service, emails, documents, prior work, evaluation, billing links, and strict ethical walls, all organized by client-matter. Global requirements drive multi-region storage and controls, including Australia’s residency rules. The forward look centers on differentiation through customization, firms encode expertise into models, workflows, and agents, then deliver outcomes faster and at software margins. “The value sits in your people,” Gabe says, and firms that convert know-how into systems will lead the pack.

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

[Special Thanks to Legal Technology Hub for their sponsoring this episode.]

⁠⁠⁠Email: geekinreviewpodcast@gmail.com
Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠

Transcript

Continue Reading The Models Are the Product: Gabe Pereyra on Building an AI Associate and Matter-Centric Workflows

This week we are joined by Patrick DiDomenico and Kevin Klein, two longtime builders of knowledge programs and legal tech gatherings. They walk through the evolution of KM&I for Legal, now entering year three, and the debut of its co-located counterpart, Legal Tech Connect. Both events run in New York on October 22 and 23, with a single community, two distinct agendas, and one big goal, stronger conversations across buyers, builders, and backers of legal tech.

Patrick traces the roots, from the ARK KM era to the launch of KM\&I, then to twisting Kevin’s arm to join as a producer. A larger home opened the door to ambitious programming, Ease Hospitality at 3rd and 40th near Grand Central. Think bright rooms, live plants, strong AV, plenty of seating, and an adjacent tenant lounge with coffee, terrace, and breakout nooks. Lessons from last year show up in smart touches, an overflow room streaming the main stage for those who need to handle calls or email without missing core content, longer breaks for real conversations, and, yes, food worthy of repeat trips.

Format matters here. KM&I holds firm on peer-to-peer sessions led by law firm professionals. Providers participate through tight five-minute spotlights between talks, plus optional demo rooms during generous coffee breaks and lunch. Legal Tech Connect flips the lens, product stories on stage, founder journeys, market forces, and regulatory themes. A crossover ticket lets attendees roam freely between both programs. Breakouts return by popular demand, a C-suite roundtable, KM 101 for newcomers, a track for KM attorneys and PSLs, and a managers and directors forum that grew from attendee feedback.

Themes thread across both days. ROI from AI and KM tools appears throughout, from data strategy as a differentiator to co-development case studies. Expect a lively take on the rise of the legal engineer, with skills for scaling tools and driving adoption, plus a frank discussion about where these roles sit inside firms. Professor Michele DiStefano opens with client centricity, drawing on her research and book, with every attendee receiving a copy. She then moderates a session at Legal Tech Connect on how legal tech companies sell to law firms, bridging provider goals with buyer needs. Another panel stages the AI conversation among a partner, pricing director, client, and innovation lead, a timely look at value, billing, and collaboration.

The bigger story is community. Patrick and Kevin highlight the peer network that forms in hallways and over coffee, mentors found by chance, and ideas that travel home in workable form. Legal Tech Connect brings investors and founders into the mix, which raises the quality of dialogue on funding, product focus, and adoption. Looking ahead, they predict fewer conferences, higher quality bars, and a shift toward substance over appearance. Listeners who want more details, including registration, should visit kmniforlegal.com and legaltechconnect.com. The two events sit side by side in October, and the goal is simple, leave with practical ideas, new contacts, and a clearer view of where legal innovation heads next.

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

[Special Thanks to Legal Technology Hub for their sponsoring this episode.]

Blue Sky: ⁠@geeklawblog.com⁠ ⁠@marlgeb⁠
⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com
Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠

Transcript:

Continue Reading KM&I Meets Legal Tech Connect: Two Tracks, One Community with Patrick DiDomenico and Kevin Klein